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Webster Financial

436 hedge funds and large institutions have $5.72B invested in Webster Financial in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 163 increasing their positions, 156 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.7M

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 156

0.18% more ownership

Funds ownership: 86.9%87.08% (+0.18%)

4% less capital invested

Capital invested by funds: $5.96B → $5.72B (-$238M)

5% less funds holding

Funds holding: 457436 (-21)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

31% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 62

Holders
436
Holders Change
-21
Holders Change %
-4.6%
% of All Funds
6.85%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
43
Increased
163
Reduced
156
Closed
62
Calls
$3.25M
Puts
$2.7M
Net Calls
+$550K
Net Calls Change
+$862K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
401
Parkside Financial Bank & Trust
Missouri
$6.53K +$74 +2 +1%
VWM
402
Venturi Wealth Management
Texas
$6.15K
CTC
403
Central Trust Company
Missouri
$5.66K
PWMG
404
Prestige Wealth Management Group
New Jersey
$5.29K
PP
405
PFS Partners
New Jersey
$5.21K
UB
406
UMB Bank
Missouri
$4.95K
FFA
407
Farther Finance Advisors
California
$4.57K -$37 -1 -0.8%
VCM
408
Versant Capital Management
Arizona
$4.46K +$3.58K +97 +462%
PI
409
PEAK6 Investments
Illinois
$4.15K -$133K -3,605 -97%
JWA
410
JFS Wealth Advisors
Pennsylvania
$4.04K +$2.44K +66 +161%
HCM
411
Highlander Capital Management
New Jersey
$4K
BIA
412
Bell Investment Advisors
California
$3.81K -$258 -7 -6%
WTC
413
WhitTier Trust Company
Nevada
$3.77K -$111 -3 -3%
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$3.02K
CAL
415
Capital Analysts LLC
Pennsylvania
$3K
PTC
416
Private Trust Company
Ohio
$2.94K
RWPA
417
Richard W. Paul & Associates
Michigan
$2.91K +$1.11K +30 +64%
BF
418
BOK Financial
Oklahoma
$2.57K
BHWM
419
Bay Harbor Wealth Management
Maryland
$2.3K +$591 +16 +36%
GKIM
420
GW&K Investment Management
Massachusetts
$2K
CYG
421
Clean Yield Group
Vermont
$1.81K
GI
422
Gradient Investments
Minnesota
$1.25K +$997 +27 +450%
SIC
423
SJS Investment Consulting
Ohio
$1.02K +$222 +6 +29%
DI
424
Disciplined Investments
Oklahoma
$1.02K -$258 -7 -21%
GRP
425
Global Retirement Partners
California
$1.02K

WBS Hedge Fund Activity: Q2 2023 in Review

436 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Webster Financial (WBS) for Q2 2023, worth a combined $5.72B — down 4% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WBS and 43 opened new positions — a net loss of 19 holders — while 156 trimmed existing stakes and 163 added.

The largest buyer was Point72 Asset Management, adding an estimated $66.5M. The largest seller was Millennium Management, cutting an estimated $59.8M.

  • 436 institutional investors held Webster Financial (WBS) as of Q2 2023, down from 457 in Q1 2023.
  • Funds reported $5.72B of Webster Financial stock for Q2 2023, down 4% quarter-over-quarter.
  • 43 funds opened new Webster Financial positions in Q2 2023 and 62 closed out, a net change of -19 holders.
  • The largest Webster Financial buyer in Q2 2023 was Point72 Asset Management, an estimated $66.5M added.
  • The largest Webster Financial seller in Q2 2023 was Millennium Management, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2023.